Posts Tagged Nash
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Is There a Retirement Home in your Future?
By Curt Ford Nash Nash Bean & Ford While the sun is still shining and weather is warm, we know that it won’t be long before we will be buttoning up the winter coats and bundling on the scarves and mittens. And for many people, when the Midwest winters start to approach, their first wishfu...
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Valuing Non – Cash Gifts Made During Your Lifetime
By Curt Ford Nash Nash Bean & Ford For taxpayers who have a moderate to large estates, one estate planning tactic that is often used is to make gifts during the taxpayer’s lifetime in order to reduce the value of the estate at the time of death. Making lifetime gifts also allows the perso...
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Having Multiple Wills
By Curt Ford Nash Nash Bean & Ford James and Linda created their first wills when their family was young, primarily naming guardians to care for their children and to make sure their financial assets would provide for their children. Over the years, they updated the document to reflec...
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A Family Meeting Can Complete your Estate Planning
By Curt Ford Nash Nash Bean & Ford It takes a lot of thought and consideration to complete your well-designed estate plan. You’ve considered who should receive which assets, what charities you want to benefit, and who will be executor of your estate. To help ensure that your plan pro...
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Beyond the Finances of Estate Planning
By Curt Ford Nash Nash Bean & Ford April is “tax month” for most of us, and while taxes are on your mind, this can be a great time to consider the outcome of the estate tax on your family. While many people may initially look at estate planning due to tax issues, the reality is only one...
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When a Relative Gets Alzheimer’s, See an Attorney
By Curt Ford Nash Nash Bean & Ford When a loved one gets Alzheimer’s or another form of dementia, it can be overwhelming if he or she has not planned ahead and acquired power of attorney documents and an estate plan. However, the reality is that most people do not have these advanced plan...
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A Table for Two for Valentines Day
By Curt Ford Nash Nash Bean & Ford Every year for Valentine’s Day, Virginia and John shared the same special routine: instead of going out for dinner, they booked a table at their favorite restaurant for lunch, and then celebrated at home with their children, ending the evening by sharing ...
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Celebrate National Get Organized Month
By Curt Ford Nash Nash Bean & Ford After the hectic pace of the holiday season, it is easy to understand why January has been designated National Get Organized Month. And, while a professional organizer would provide a list of household tasks to better manage your home, I think the same con...
